See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,682 | $105,856+4.6% | $285,549-61.2% | $116,875-5.3% |
| Participation rate | 85.2% | 68.4%+16.8pp | 83.2%+2.0pp | 74.5%+10.7pp |
| Annual return | 16.10% | 16.47%-0.4pp | 7.15%+8.9pp | 16.29%-0.2pp |
| Employer contribution / active EE | $1,845 | $2,968-37.8% | $5,022-63.3% | $3,288-43.9% |
| Participant deferral / active EE | $3,996 | $2,757+45.0% | $4,549-12.1% | $3,885+2.9% |
| Admin fee / account holder | $18,560 | $7,416+150.3% | $13,934+33.2% | $12,263+51.4% |